In December 2023, Intuit launched QuickBooks Live Expert Tax (QBL Tax) service for small businesses who are not connected to ProAdvisors and accounting professionals. This service was designed to provide a seamless books-to-tax experience inside QuickBooks, including preparing and filing taxes through unlimited access to live experts.
In February 2024, we expanded this offering to include those already connected to accountants. We understand that accountants provide a range of services, and there is a segment of small businesses who handle their own tax preparation and filing, but could still benefit from the QuickBooks Live Business Tax offering. As we approach tax year 2024, we want to ensure that all small businesses are aware of their options and can get the help they need.
We've also updated the information about QuickBooks Live Business Tax when you and your clients access the Tax tab in the left nav bar. You can read more about this update in our December Monthly Product Update Article.
We know that business owners connected to an accounting professional are more successful and confident in running their business. Through QuickBooks Live Tax, we’ve successfully connected businesses that were doing their own taxes with dedicated tax professionals. This allows small business owners to save time and effort by seamlessly moving from the bookkeeping work done in QuickBooks to getting taxes done right, with unlimited expert help—giving owners a peace of mind and more time to focus on growing their business.
What is QuickBooks Live Expert Tax?
QuickBooks Live Expert Tax is a way for small businesses that file taxes as S corporations, partnerships (GP, LP, LLP), LLCs, or sole proprietors to get their taxes done with unlimited expert help and guaranteed accuracy, powered by TurboTax, all without leaving QuickBooks.
There are two QuickBooks Live Tax services:
QuickBooks Live Full-Service Tax
QuickBooks Live Expert Full-Service Tax is a way for small business owners to get their taxes done with TurboTax right from QuickBooks. QuickBooks Live Full-Service Tax pairs customers with a specialized tax expert from TurboTax who will do their taxes, from start to finish. The customer will meet on a video call, and the expert will take it from there.
QuickBooks Live Assisted Tax
QuickBooks Live Expert Assisted Tax empowers small business owners to prepare and file their business taxes with TurboTax right from QuickBooks, with expert help when needed. Our experts from TurboTax will be available to answer any of the questions about topics, including income and expenses, tax credits and deductions, and other areas to help small business owners file with confidence.
As you prepare for the 2024 tax season, QuickBooks Live Expert is available to help you assist your clients.
Frequently Asked Questions
Why do you use tax experts from TurboTax?
We’re bringing in our experts from TurboTax, another Intuit product, to help customers file taxes right in QuickBooks to give them a seamless transition from books to taxes. With each one having an average of 16 years of tax experience, these experts are pros at helping partnerships, S corporations, sole proprietors and LLCs get filed and maximize credits and deductions. Customers will be able to see their experts’ specific credentials and experience, so they’ll know they are in good hands with America’s #1 tax prep provider. Plus, every return is backed by our Expert-Approved Guarantee.
How do I know the experts will do a good job with my client’s taxes?
Our team of U.S.-based tax experts have extensive experience and internal training. They can handle all kinds of tax situations, from simple to complex. They’ll guarantee the taxes are done right, with every dollar deserved.
When businesses connect live with an expert, they’ll see their specific credentials.
What happens if a business gets audited?
If a customer files their taxes as an S Corporation or Partnership (GP, LP, LLP), and their business return gets audited, a dedicated expert will be there to represent them and communicate with the IRS or state agencies on their behalf—included and covered at no extra cost.
If they file taxes as a Sole Proprietor, we offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. We’ll let them know what to expect and how to prepare in the unlikely event they receive an audit letter from the IRS. If they've already received a letter from the IRS for a return filed with TurboTax, they can review our Audit Support Guarantee for instructions on how to receive step–by–step audit guidance and the option to connect with an expert.
How much does QuickBooks Live Expert Tax cost?
Costs vary by entity type. QuickBooks Online customers can find their cost by logging in, tapping "Taxes" in the left navigation panel, and selecting "Year-End Tax Filing."
